Director, Client Service Lead (EMEA) page is loaded Director, Client Service Lead (EMEA) Apply locations London, United Kingdom time type Full time posted on Posted Yesterday job requisition id R240037
Position Overview
Apollo is seeking a driven individual to join the firm's Global Client Management Team to handle distributor onboarding and provide ongoing client service in Europe. The role will serve as regional client service lead, with team coverage spanning Apollo's Institutional & Global Wealth client-bases. The primary focus of this individual will be supporting our Global Wealth clients & sales teams directly while helping to build and oversee a broader talent bench.
Primary Responsibilities
Regional operational lead for Global Wealth clients, including pre-sale support, end-to-end onboarding and post-sale service
Serve as Europe client service lead across Global Wealth clients including management of regional client service professionals to ensure coordinated and consistent white-glove client service
Focus on providing on the ground client support in Europe while also maintaining strong connectivity with global team and leveraging their expertise and institutional knowledge (e.g., information sharing, best practices)
Partner closely with, and accountable to, Global Wealth Europe Sales team
Coordinate across multiple groups globally within the firm to ensure uniform, proactive, timely, professional, and accurate prospect and client interactions
Pre-Sale and Onboarding
Lead the pre-onboarding process in close partnership with sales professionals for Global Wealth clients including ensuring requisite connectivity is in place with respective clients and their 3rd party service providers (e.g. Allfunds, iCapital, S64, Clearstream, RBC)
Oversight of the coordination of Global Wealth client diligence materials, RFIs/RFPs, reporting, ad-hoc diligence requests etc. that will be fulfilled by other APO teams including the translation of such materials
Project management of Global Wealth client onboarding process in coordination with Global Wealth Advisor Services, including but not limited to: distribution agreements, oversight of 3rd party service providers (e.g. Allfunds, iCapital, S64, Clearstream, RBC) and coordination across numerous Apollo teams (e.g. compliance, legal, fund controllers) to execute onboarding
Service the operational and home office contacts at financial intermediaries and distribution partners from a pre and post sales perspective
Required to understand and tailor approach based on regional nuances across regulatory requirements and product structures
Post-onboarding
Manage subscription and redemption process and queries for perpetual funds as well as manage capital call notice follow ups for draw-down funds
Coordination and oversight of 3rd party service providers (e.g. Allfunds, iCapital, S64, Clearstream, RBC) to ensure client obligations are met and that cross-party processes are functioning as expected and mutual SLAs are being executed upon
Liaise with COO and PDI teams to ensure accurate and timely publication of NAV/valuation and recurring reporting for all funds and feeders including fact cards and pitch books
Respond to ad-hoc requests for information across a variety of Apollo products
Ongoing
Act as Europe central liaison for wealth distributors enquiries on Apollo products lifecycle, maintain 3rd party service provider relationships (e.g. Allfunds, iCapital, S64, Clearstream, RBC) and Apollo internal and external stakeholders to formulate appropriate response on a timely basis
Provide support to sales team members through the whole servicing lifecycle, from prospect to client
Support of Global Wealth Europe sales team in production and updating of business and strategy plans
Qualifications & Experience
Bachelor's degree in Finance, Economics, Business Administration, or a related field
10+ years of prior experience in an onboarding or client services role at an alternative asset management firm, investment/private bank, or 3rd Party Service Provider
Experience within the Global Wealth/Intermediated market is a must
Previous personnel management experience strongly preferred
Previous project management experience strongly preferred
Self-motivated and resourceful; able to multi-task and focus on delivering results
Client-centric mindset
Ability to operate as a team player - energetic, enthusiastic and personable
High quality written and verbal communication skills
Excellent attention to detail
Strong communicator; personable, organized, and proactive with a positive attitude
Strong interpersonal skills to support communication with internal and external counterparties
Excels in a rigorous and fast-paced team-oriented work environment
About Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.
Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.
Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only - candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the roe. Roles are conditional upon and subject to satisfactory reference and background screening checks, as well as all necessary corporate and regulatory approvals or certifications as required from time to time.
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